See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,255 | $107,334+209.6% | $92,893+257.7% | $152,861+117.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.36% | 145.58%-131.2pp | 109.41%-95.0pp | 345.32%-331.0pp |
| Employer contribution / active EE | $9,339 | $4,221+121.3% | $3,653+155.7% | $4,762+96.1% |
| Participant deferral / active EE | $5,534 | $4,845+14.2% | $4,236+30.6% | $5,850-5.4% |
| Admin fee / account holder | $193,530 | $7,079+2633.7% | $5,794+3240.2% | $11,596+1568.9% |